Private Wealth Management Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Private Wealth Management Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.4K	Hold	250	–	–	﹤0.01%	501
2026 Q1	$12.3K	Sell	250 -100	-29%	-$5.21K	﹤0.01%	467
2025 Q4	$19.2K	Sell	350 -23	-6%	-$1.23K	0.01%	335
2025 Q3	$20.1K	Buy	373 +123	+49%	+$6.52K	0.01%	328
2025 Q2	$13.1K	Sell	250 -186	-43%	-$9.21K	﹤0.01%	412
2025 Q1	$21.7K	Buy	436 +186	+74%	+$9.33K	0.01%	278
2024 Q4	$12.1K	Hold	250	–	–	﹤0.01%	421
2024 Q3	$11.3K	Hold	250	–	–	﹤0.01%	422
2024 Q2	$10.3K	Hold	250	–	–	﹤0.01%	437
2024 Q1	$10.5K	Hold	250	–	–	﹤0.01%	400
2023 Q4	$9.4K	Buy	+250	New	+$8.65K	﹤0.01%	421

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Private Wealth Management Group's XLF Position: Q2 2026 in Review

Private Wealth Management Group held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 250 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Private Wealth Management Group first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.7K in Q1 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Private Wealth Management Group held 250 shares of State Street Financial Select Sector SPDR ETF worth $13.4K as of Q2 2026.
Private Wealth Management Group left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #501 holding.
Private Wealth Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's State Street Financial Select Sector SPDR ETF position peaked at $21.7K in Q1 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.